📈 Portfolio Update – September 2025
Winners, Surprises & Key Moves — September in Review
September is done, 3/4 of 2025 is now behind us. And the bull market continues, with indexes hitting fresh all-time highs 📈
Earnings season has passed, but the next quarter is already around the corner. With the Fed finally moving on rates, markets kept their momentum.
So how did our portfolios perform this month? Who were the winners and losers, and which moves did we make? Check it out in our full September recap 👇
📢 This Friday we’re dropping our Best Buys for October — keep an eye on your inbox, you don’t want to miss these! 🚀
What Moved the Markets in September?
September was another strong month for the markets, with indexes climbing to fresh all-time highs 📈
The biggest headline came from the Fed, which finally cut rates for the first time since 2024 — lowering them from 4.25% to 4.00%. Investors now expect up to two more cuts before the end of the year, giving the bull market another boost.
Gold also had a massive run, jumping more than 11% to a record $3,880 per ounce. Gold miners like Newmont and Barrick surged in response, ranking among the strongest performers not just in September, but across all of 2025 so far.
The U.S. government surprised markets by taking a 10% stake in Intel, underlining the strategic importance of chips. Alphabet reached a historic milestone, crossing a $3 trillion market cap, while Oracle’s stock exploded after it raised long-term cloud revenue targets for 2030.
And just before the month closed, the U.S. government shut down for the first time in six years, after Congress couldn’t strike a short-term deal to keep it running.
September once again proved the bull market’s strength — with supportive macro conditions, fresh record highs, and standout winners 🚀
Here’s how the major indexes performed in September:
S&P 500: +3.5% (+13.7% YTD) 📈
Nasdaq: +5.6% (+17.3% YTD) 📈
Dow Jones: +1.9% (+9.1% YTD) 📈
Portfolio Performances: How Did We Do?
How did our portfolios perform in September?
Let’s dive in — see how we compared to the S&P 500, Nasdaq, and Dow Jones, which stocks were the top performers, and the moves we made last month!
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